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Diversified Finance Investment Banking

The Diversified Finance Group (DFG) specializes in advising private and publicly held companies in the following sectors of the financial services industry:

- specialty finance
- mortage and equity REIT finance
- securities industry, including exchanges and market structure companies
- asset and wealth management, including alternative asset managers, trust, custody and administrators
- financial technology, processing, and financial business services.

DFG also advises financial sponsors who are active in the financial services industry.

The group is composed of a highly specialized team of bankers devoted to understanding and guiding specialized financial companies throughout their business life cycle. The group’s senior bankers average over 15 years of experience and over this time period have advised companies and built a solid network of relationships within the diversified financial sector.

The Diversified Finance Group aids clients in:

  • Merger, Acquisitions and Divestitures
  • Raising Equity Capital through Initial Public Offerings, Secondary or Follow-on Offerings
  • Raising Private Equity in Support of New Ventures, Growth and/or Buyout Initiatives
  • Issuance of Public and Private Placement Debt Securities
  • General Strategic Advisory

The following is a selection of our recent transactions:












Please click here to view all of the selected KBW Diversified Finance transactions.

 

For further information, please contact:

Nicholas J. Sheumack Kevin D. Spinner John J. Dalena
Managing Director Managing Director Managing Director
(212) 887-7794 (415) 591-5028 (212) 887-7775
nsheumack@kbw.com kspinner@kbw.com jdalena@kbw.com


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